Kohlberg & Company Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Kohlberg & Company has acquired 8 companies.

Kohlberg & Company’s most common sectors for investment arebusiness services (13%) and healthcare services (12%) . The Firm’s most common investment types include secondary buyout (41%) and buyout (lbo, mbo, mbi) (25%). In total, Kohlberg & Company has invested in 27 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2004 when it acquired Stanadyne for $330M.

In the last 3 years, Kohlberg & Company has exited 4 companies. The Firm’s most common exit type is secondary buyout (41%). Kohlberg & Company’s largest (disclosed) exit occurred in 2016 when it sold Pittsburgh Glass Works for $635M.

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M&A Summary

  • M&A Total Activity125
    • M&A Buy Activity78
    • M&A Sell Activity47
  • Total Sectors Invested 29
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 35
  • M&A Advisors 20

Kohlberg & Company

Kohlberg & Company LLC

111 Radio Circle,
Mount Kisco, New York 10549
United States
(914) 241-7430
www.kohlberg.com
info@kohlberg.com

Kohlberg & Company is a private equity firm which acquires middle-market companies with consistent cash flow, and underperforming companies with operational deficiencies. Kohlberg looks to commit $100 to $500 million of equity capital in opportunities valued from $200 million to $2 billion. Kohlberg generally looks for opportunities in the manufacturing and service sectors, however the Firm will also selectively consider businesses in food and healthcare. Kohlberg tends not to consider technology or communications companies. Kohlberg & Company was formed in 1987 and has offices in Mt. Kisco, New York.


Investment Criteria

Sectors of Interest: Automotive, Building Materials, Business Services, Communications, Consumer Products, Consumer Services, Engineering, Financial Services, Food, Healthcare Services, Insurance, Machinery, Manufacturing, Metals/Mining, Packaging, Plastics, Publishing, Restaurants, Retail, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Nordic

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 25 150
Investment Size 100 500
Enterprise Value 200 2,000
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.4/yr) # 66 4 5 - 3 - 78
vol $1.5B $1.5B
Sell (0.8/yr) # 43 - 1 - 3 - 47
vol $1.9B $1.9B
  125

Most Recent M&A

Company Date Value Type
Worldwide Clinical Trials, Inc. 2023-08-07 - Secondary Buyout
King of Prussia, Pennsylvania · www.worldwide.com
ENTRUST Solutions Group 2023-08-07 - Trade Sale
Warrenville, Illinois · www.enengineering.com
U.S. Retirement & Benefits Partners, Inc. 2023-06-21 - Secondary Sale
Iselin, New Jersey · www.usrbpartners.com
Riveron Consulting LLC 2023-06-09 - Secondary Buyout
Dallas, Texas · www.riveron.com
United Digestive 2023-03-30 - Secondary Buyout
Atlanta, Georgia · www.uniteddigestive.com
Alacrity Solutions Group LLC 2023-02-02 - Secondary Sale
Fishers, Indiana · www.alacritysolutions.com
Trinity 2021-11-30 - Recapitalization
Waltham, Massachusetts · www.trinitylifesciences.com
SpecialtyCare, Inc. 2021-10-29 - Secondary Sale
Brentwood, Tennessee · www.specialtycareus.com
BluSky Restoration Contractors LLC 2021-10-19 - Secondary Buyout
Centennial, Colorado · www.goblusky.com
OB Hospitalist Group, Inc. 2021-09-27 - Secondary Buyout
Greenville, South Carolina · www.obhg.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
PCI Pharma Services 2020-08-24 Bellwyck Packaging Solutions Ltd. 2024-01-29 1
Philadelphia, Pennsylvania · www.pci.com Toronto, Ontario · www.bellwyck.com
Trinity 2021-11-30 Vancery - Customer Research Technology 2022-08-04 2
Waltham, Massachusetts · www.trinitylifesciences.com New York, New York
PCI Pharma Services 2020-08-24 Lyophilization Services of New England, Inc. 2021-10-12 1
Philadelphia, Pennsylvania · www.pci.com Bedford, New Hampshire · www.lyophilization.com
AWP, Inc. 2020-12-23 Trafficade - Safety Divisions 2021-08-02 6
North Canton, Ohio · www.awptrafficsafety.com Phoenix, Arizona
AWP, Inc. 2020-12-23 Statewide Safety Systems 2021-08-02 5
North Canton, Ohio · www.awptrafficsafety.com Irvine, California · www.statewidesafety.com
Sara Lee Frozen Bakery 2018-06-01 Superior Cake Products, Inc. 2019-08-01 2
Oakbrook Terrace, Illinois · www.saraleefrozenbakery.com Southbridge, Massachusetts · www.superiorcake.com
Senneca Holdings, Inc. 2018-05-14 Hercules 2018-10-01 1
West Chester, Ohio · www.senneca.com DeLand, Florida · www.herculesdoors.com
MarketCast, Inc. 2016-10-25 Turnkey Intelligence 2018-09-10 5
Los Angeles, California · www.mcast.com Haddonfield, New Jersey · www.turnkeyintelligence.com
Nellson Nutraceutical LLC 2013-08-26 Le Groupe Multibar, Inc. 2015-01-01 2
Irwindale, California · www.nellsonllc.com Montreal, Quebec · www.multibar.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (8%) - 10 (13%) -
Healthcare Services 4 (17%) - 9 (11%) -
Consumer Products 1 (4%) 240M (100%) 6 (8%) 440M (30%)
Food 3 (13%) - 6 (8%) -
Manufacturing - - 4 (5%) 268M (18%)
Medical Products 2 (8%) - 4 (5%) -
Utilities 1 (4%) - 4 (5%) -
Packaging 1 (4%) - 3 (4%) 268M (18%)
Automotive - - 3 (4%) -
Building Materials 1 (4%) - 3 (4%) -
Consumer Services - - 3 (4%) -
Life Science 3 (13%) - 3 (4%) -
Machinery - - 2 (3%) 330M (23%)
Electrical Equipment 1 (4%) - 2 (3%) -
Leisure - - 2 (3%) -
Technology Hardware 1 (4%) - 2 (3%) -
Transportation - - 1 (1%) 155M (11%)
Construction 1 (4%) - 1 (1%) -
Distribution 1 (4%) - 1 (1%) -
Environmental - - 1 (1%) -
Furniture - - 1 (1%) -
Information Services 1 (4%) - 1 (1%) -
Insurance - - 1 (1%) -
Marketing - - 1 (1%) -
Metals/Mining - - 1 (1%) -
Publishing - - 1 (1%) -
Restaurants - - 1 (1%) -
Safety/Security 1 (4%) - 1 (1%) -
Staffing - - 1 (1%) -
Total 24 $240M 79 $1.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 23 (96%) 240M (100%) 77 (97%) 1.5B (100%)
  Indiana 1 (4%) - 7 (9%) -
  Texas 1 (4%) - 6 (8%) 155M (11%)
  California 3 (13%) - 5 (6%) -
  Pennsylvania 3 (13%) - 5 (6%) -
  Ohio 3 (13%) - 5 (6%) -
  Wisconsin - - 5 (6%) -
  Tennessee - - 5 (6%) -
  Connecticut 1 (4%) - 4 (5%) 330M (23%)
  Illinois 1 (4%) - 4 (5%) 268M (18%)
  Virginia 2 (8%) - 3 (4%) -
  South Carolina 1 (4%) - 3 (4%) 268M (18%)
  Massachusetts 1 (4%) - 3 (4%) -
  Georgia 1 (4%) - 3 (4%) -
  Colorado 1 (4%) - 3 (4%) -
  New York 1 (4%) - 3 (4%) -
  Arizona 1 (4%) - 2 (3%) -
  Washington 1 (4%) 240M (100%) 1 (1%) 240M (16%)
  Minnesota 1 (4%) - 1 (1%) -
  New Hampshire - - 1 (1%) 200M (14%)
  Missouri - - 1 (1%) -
  Michigan - - 1 (1%) -
  Maryland - - 1 (1%) -
  Iowa - - 1 (1%) -
  Florida - - 1 (1%) -
  Alabama - - 1 (1%) -
  South Dakota - - 1 (1%) -
  New Jersey - - 1 (1%) -
Netherlands 1 (4%) - 1 (1%) -
Sweden - - 1 (1%) -
Domestic 23 (96%) 240M (100%) 77 (97%) 1.5B (100%)
Cross-border 1 (4%) - 2 (3%) -
Total 24 $240M 79 $1.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 17 (71%) - 32 (41%) 330M (23%)
Buyout (LBO, MBO, MBI) 2 (8%) - 19 (24%) -
Divestiture 2 (8%) 240M (100%) 10 (13%) 595M (41%)
Stake Purchase - - 7 (9%) -
Going Private - - 3 (4%) 268M (18%)
Growth Capital 2 (8%) - 3 (4%) -
Recapitalization 1 (4%) - 3 (4%) -
Merger - - 1 (1%) 268M (18%)
PIPE - - 1 (1%) -
Total 24 $240M 79 $1.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 20 (43%) 551M (30%)
Trade Sale 14 (30%) 465M (25%)
Trade Sale - Public Company 4 (9%) 849M (46%)
Merger 3 (6%) -
IPO 2 (4%) -
Bankruptcy 1 (2%) -
Divestiture 1 (2%) -
Recapitalization 1 (2%) -
Shut Down 1 (2%) -
Total 47 $1.9B

Top M&A Advisors

Financial Deals
CCG Advisors LLC
 3
Houlihan Lokey
 2
Robert W. Baird & Co., Inc.
 2
Legal Deals
Ropes & Gray
 13
Paul, Weiss, Rifkind, Wharton & Garrison
 10
Benesch, Friedlander, Coplan & Aronoff LLP
 1

Deal Values

buy # Total
$100M to $1B 6 $1.5B
TOTAL $1.5B
Largest Stanadyne Corp.
$330M (2004-06-23)
sell # Total
$100M to $1B 5 $1.9B
TOTAL $1.9B
Largest Pittsburgh Glass Works LLC
$635M (2016-02-29)

M&A Connections

Deals
Acquired from
Investor(s)
42%
33 (42%)
Strategic(s)
11%
9 (11%)
Exited to
Investor(s)
45%
21 (45%)
Strategic(s)
47%
22 (47%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

11.0B USD

Established

1987

Specialist/Generalist

Generalist

Leadership

James Kohlberg

Chairman

Samuel Frieder

Managing Partner

Alexander Forrey

Managing Director

Bartlett Harwood IV

Managing Director

Benjamin Yu

Managing Director

FAQ

When was Kohlberg & Company founded?

Kohlberg & Company was founded in 1987.

What type of investor is Kohlberg & Company?

Kohlberg & Company is a private equity firm.

Where is Kohlberg & Company headquartered?

Kohlberg & Company is headquartered in Mount Kisco, New York.

How much capital does Kohlberg & Company have under management?

Kohlberg & Company has 11.0B USD under management.

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